Trainee Paraplanner

Trainee Paraplanner - Bristol, South West England

Ref: 451Monday 23 May 2022

£22,000 - £26,000

I am working with a leading Wealth Management firm, with a fantastic reputation down to their high quality and personal approach to financial planning.

The firm in question are looking to add a Trainee Paraplanner to the team, to provide high quality support to the Financial Advisers within the firm, to ensure their clients are serviced with the utmost attention.

Main duties;

  • Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews.
  • Provide high quality service to clients over the phone, by email and via post, in a time-efficient manner.
  • Liaise with providers and other 3rd parties, to obtain any information that may be needed.

To be considered for this role, ideally you will hold:

  • Studying towards the Level 4 Diploma 
  • Exceptional client service skills, with a genuine interest in helping clients achieve their goals
  • Willingness to learn and develop your skills and knowledge

If this sounds like something that could be of interest, please apply and one of our consultants will be in touch.

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